See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,304 | $172,111-89.9% | $150,298-88.5% | $137,256-87.4% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 25.23% | 69.37%-44.1pp | 62.79%-37.6pp | 220.34%-195.1pp |
| Employer contribution / active EE | $1,234 | $4,636-73.4% | $4,154-70.3% | $4,156-70.3% |
| Participant deferral / active EE | $4,085 | $6,166-33.8% | $5,453-25.1% | $6,407-36.2% |
| Admin fee / account holder | $306 | $16,471-98.1% | $14,116-97.8% | $12,270-97.5% |